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Mason Investment Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Mason Investment Advisory Services’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,542
Closed -$243K – 80
2020
Q1 		$243K Buy
4,542
+85
+2% +$5.39K 0.04% 75
2019
Q4 		$309K Hold
4,457
– – 0.05% 77
2019
Q3 		$291K Hold
4,457
– – 0.05% 76
2019
Q2 		$293K Hold
4,457
– – 0.05% 75
2019
Q1 		$289K Buy
+4,457
New +$281K 0.08% 72

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mason Investment Advisory Services's EFA Position: Q2 2020 in Review

Mason Investment Advisory Services sold out of iShares MSCI EAFE ETF (EFA) in Q2 2020, closing a stake of 4,542 shares — an estimated $243K sold.

Mason Investment Advisory Services first reported a position in EFA in Q1 2019 and held it in 5 quarters. The position peaked at $309K in Q4 2019. 1,417 funds tracked by Wall St. Rank hold EFA as of Q2 2020.

  • Mason Investment Advisory Services reported no remaining iShares MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
  • Mason Investment Advisory Services sold 4,542 iShares MSCI EAFE ETF shares in Q2 2020, an estimated $243K.
  • Mason Investment Advisory Services first reported a position in iShares MSCI EAFE ETF in Q1 2019 and held it in 5 quarters.
  • Mason Investment Advisory Services's iShares MSCI EAFE ETF position peaked at $309K in Q4 2019.
  • 1,417 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2020.

Based on Mason Investment Advisory Services's 13F filing for Q2 2020, filed 5 Aug 2024.